See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $81,460-21.8% | $103,333-38.3% | $80,856-21.2% |
| Participation rate | 61.9% | 66.8%-4.9pp | 74.5%-12.6pp | 67.6%-5.7pp |
| Annual return | 14.14% | 25.55%-11.4pp | 24.88%-10.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,579 | $3,105+15.3% | $3,868-7.5% | $2,755+29.9% |
| Participant deferral / active EE | $8,032 | $3,869+107.6% | $5,057+58.8% | $4,296+87.0% |
| Admin fee / account holder | $11,823 | $6,566+80.0% | $8,355+41.5% | $6,918+70.9% |